Advisory mandate
Investments
Even more than providing a comprehensive suite of wealth management services, we seek to build a privileged relationship with each of our clients aimed at fully achieving their objectives.
Our 'people focus' ensures that our employees always provide the best service. All our managers are specialists in their field and can rely on additional expertise from other departments or from outside the bank.
Your wealth
— Our expertise
By developing a keen appreciation of your needs, we can design the investment style best suited to you. In order to offer you the most appropriate advice, we review your family and professional situation and take account of your tax and estate planning requirements.
Taking the long view, we believe firmly in the virtues of active and personalised management which, combined with alternative strategies, can reduce portfolio volatility.
Our clients may issue us a discretionary mandate or work hand in hand with their advisor for making their investment decisions. Our investment process is designed to prioritise companies which have a positive social impact.
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Discretionary investment mandates
By signing a discretionary investment agreement, you hand over the management of your investments to us.
Tax and estate planning
Wherever you live or wherever your assets are located, we can help you find and implement solutions tailored to your individual circumstances.
Financial and retirement planning
Whether you’re employed or self-employed, financial planning and occupational pension provision are essential to protecting your assets and funding your retirement, or providing for your loved ones in the event of death or disability.
Family office services
We help you and all your family members manage and administer your family wealth from a holistic perspective.
Multi-bank consolidation services
Wherever your assets are held, we offer an integrated solution that brings them all together in one multi-bank consolidation resource.
Property services
Buying, selling, financing and managing property assets requires expertise and outside help. Our property specialists can help you attain all your objectives.
Financing advisory
As wealth architects, we take into account all your circumstances, come rain or shine. We design and instigate structured, tailor-made financing solutions. Flexibility is central to our planning.
Mergers and acquisitions
You manage your own business and plan to acquire a competitor, or plan to sell your business or pass it on to the next generation. We’ll select the best advisors to support you every step of the way.
